| Bcg Securities, Inc. | Cherry Hill, NJ | $894.2M | — |
| Teleo Capital Management LLC | Boise, ID | $894.1M | 8 |
| Atlantic Private Wealth, LLC | Chapel Hill, NC | $894M | — |
| Allspring Global Investments (singapore) PTE. Ltd. | Singapore | $893.9M | — |
| Compass Financial Management LLC | Tampa, FL | $893.8M | — |
| Vance Wealth, LLC | Santa Clarita, CA | $893.6M | — |
| The Millstone Evans Group, LLC | Boulder, CO | $893.3M | — |
| Acorn Growth Companies, LC | Oklahoma City, OK | $893.2M | 3 |
| Moerus Capital Management LLC | New York, NY | $893.1M | 1 |
| Jlb & Associates Inc | Plymouth, MI | $892.7M | — |
| Wesbanco Bank, Inc. | Wheeling, WV | $892.6M | — |
| Autopilot Advisers, LLC | New York, NY | $892.4M | — |
| Investment Partners Ltd | New Philadelphia, OH | $892.3M | — |
| Oneprime Capital LLC | Palo Alto, CA | $892.3M | 18 |
| Gec Advisors LLC | Houston, TX | $892.1M | 8 |
| Headinvest, LLC | Portland, ME | $891.8M | — |
| Swisspartners Advisors AG | Zurich | $891.8M | — |
| Pact Capital LLC | New York, NY | $891.7M | 4 |
| Optima Asset Management LP | New York, NY | $891.6M | 12 |
| Southland Equity Partners, LLC. | | $891.5M | — |
| Commerce Street Investment Advisor, LLC | Dallas, TX | $891.3M | 2 |
| Drucker Wealth 3.0, LLC | | $891.2M | — |
| Entrepreneurs First Investment Manager LLP | London | $890.9M | 10 |
| Lwo LLC | Dallas, TX | $890.8M | 6 |
| Bluescape Energy Partners LLC | Dallas, TX | $890.4M | 6 |
| Tran Capital Management, L.P. | San Rafael, CA | $890.3M | — |
| Grandview Property Partners, LLC | Greenwich, CT | $890.1M | 12 |
| J.p. King Advisors, Inc. | Walnut Creek, CA | $889.7M | — |
| 3chopt Investment Partners LLC | Richmond, VA | $889.4M | — |
| Correct Capital Wealth Management, LLC | Clayton, MO | $889.3M | — |
| Go Invest LLC | West Jordan, UT | $889M | — |
| Erguz, LLC | The Woodlands, TX | $889M | — |
| Westside Investment Management, LLC | Santa Monica, CA | $888.8M | — |
| Sagepoint Capital Partners LLC | Franklin, TN | $888.3M | — |
| Dupree & Company, Inc. | Lexington, KY | $888.2M | — |
| Martin Investment Management, LLC | Palm Beach Gardens, FL | $888.1M | 1 |
| Bin Yuan Capital Limited | Hong Kong | $888M | 1 |
| Remy Investors & Consultants, LLC | Los Angeles, CA | $887.6M | 3 |
| Bernicke Wealth Management, Ltd. | Altoona, WI | $887.4M | — |
| Atika Capital Management, LLC | New York, NY | $887.3M | 3 |
| Corinthia Management (US) LLC | New York, NY | $886.5M | 4 |
| Strata Wealth Advisors, LLC | Dallas, TX | $886.1M | — |
| Insight Equity Management Company LLC | Southlake, TX | $885.9M | 17 |
| Covington Investment Advisors, Inc. | Ligonier, PA | $885.9M | — |
| Cfm Wealth Partners LLC | Austin, TX | $885.8M | — |
| Robert Harrell Incorporated | Austin, TX | $885.3M | — |
| New World Advisors LLC | Hingham, MA | $884.9M | — |
| United Capital Management of Kansas, Inc. | Salina, KS | $884.8M | 1 |
| Bow Street LLC | New York, NY | $884.7M | 9 |
| Pilgrim Global Advisors LLC | Reno, NV | $884.2M | 2 |